We are proud to be honoured in our community, province and nationwide
Winners, 2017-18 Wealth Professional Award
Top 50 Advisors
This award recognizes Canada's premier financial planners who have distinguished themselves within the industry through superior offerings and exemplary client service.
Winner, 2018 Great Saskatoon Chamber of Commerce SABEX Award
Small Business of the Year
SABEX Awards are presented to area organizations that raise the standard in the quality of their products, services and economic and community contributions. We're honoured to have been recognized as Small Business of the Year.
Winner, 2011 - 2018 Consumer Choice Award
Saskatoon, Financial Planning Consultants
The Consumer Choice Award conducts statistically accurate, independent market research to determine brand reputation, customer satisfaction and excellence. We're proud to have won this award for eight (8) consecutive years in the Financial Planning Consultants category.
Winner, 2017 Most Outstanding Advisory Team
Wealth Professional Magazine
A lot more is expected these days from those at the top of their profession. Holistic financial planning is what the industry is all about right now, and in order to provide such a service, many advisors elect to pool their resources. Consumers want convenience, and in the realm of financial advice, that usually means receiving a host of services under one roof.
Finalist, 2017 Wealth Professional Award
Kevin Haakensen: Best Advisor - Alternative Investments
This award for excellence recognizes the standout performer in the investment industry who makes use of alternative solutions in developing investment solutions for their clients.
Winner, 2016 Wealth Professional Award
Kevin Hegedus: Multi-Service Advisor of the Year
This award for excellence recognizes outstanding advisors who demonstrate commitment beyond traditional financial advice - including insurance, succession consulting, investments, tax and estate planning, mortgages, retirement, and more.
Winner, 2015 Wealth Professional Award
Best Practice Individual Advisor Office (25 staff or less)
This prestigious national award sponsored by the Financial Planning Standards Council is bestowed on the company, office or branch with 25 or fewer staff, taking into account volume/book size, client service and retention and reputation.
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Winner, 2015 Better Business Bureau Torch Award
Ethics & Integrity in Business Professional Services
The Torch Awards, presented by the Better Business Bureau of Saskatchewan, recognize service excellence and customer satisfaction, as well as leadership in ethical business practices.
RECENT NOMINATIONS
We have recently been recognized as finalists for the upcoming WP Awards on May 31, 2018. We are truly humbled by the nominations as well as being put into consideration for these prestigious national awards.
Finalist, 2018 Wealth Professional Award
THE FRANKLIN TEMPLETON INVESTMENTS AWARD FOR TOP ADVISOR OFFICE (MORE THAN 10 STAFF)
This Award goes to the outstanding advisor practice company, office or branch with 10 or more staff or full-time equivalents on a national scale. Consideration goes to standout achievements of the year, growth, amount of business written during the year, overall customer service and stakeholder engagement.
Finalist, 2018 Wealth Professional Award
THE NATIONAL BANK FINANCIAL AWARD FOR OUTSTANDING PHILANTHROPY & COMMUNITY SERVICE
This award celebrates the outstanding contribution of time, leadership and financial support of a company who set new benchmarks of excellence in the acts of giving and volunteering. will recognize the business, group, office or individual advisors that have made exemplary philanthropic contributions over the last year as part of a broader, sustained community service effort. Both volunteer efforts and fundraising campaigns will be considered.
Finalist, 2018 Wealth Professional Award
THE AGF AWARD FOR ENGAGEMENT, LOYALTY AND CLIENT CARE
To succeed in today’s marketplace client engagement, loyalty & client care are critical. This Award has emerged from the need for Advisor and offices to excel in these crucial areas. The Award of excellence dedicated to outstanding engagement & loyalty programs plus first-class client care service by an advisor or individual office. Client service is an important measure of any office's long-term success.
Finalist, 2018 Wealth Professional Award - Kevin Haakensen
THE NINEPOINT PARTNERS AWARD FOR BEST ADVISOR - ALTERNATIVE INVESTMENTS
This award for excellence recognizes the standout performer in the investment industry who makes use of alternative solutions in developing investment solutions for their clients. Alternative solutions are investments in asset classes other than stocks, bonds and cash, featuring low correlations to traditional asset classes. Alternative solutions may include: equity or fixed income mutual funds that use alternative strategies, infrastructure, commodities, hedge funds, private equity, and structured products.
Finalist, 2018 Wealth Professional Award - Kevin Hegedus
THE MANDEVILLE PRIVATE CLIENT INC. AWARD FOR ADVISOR OF THE YEAR
This Advisor of the Year Award recognizes outstanding financial advisor who has best excelled at pushing the envelope with innovation and growth, garnering both industry and investor attention and the respect of his/her peers and colleagues. of the year. This award is given regardless of business size and model (i.e. embedded commission or fee-only; independent or bank-affiliated). The Awardee must demonstrate an unfaltering commitment to his/her clients with exemplary customer service while building and cementing client relationships.